✔ Available on Grow
and Scale subscriptions 1
Microsoft Project is a project and
portfolio management solution that enables you
to develop schedules, assign resources, and
track progress.
Within Microsoft Project,
you can
import and export projects using the Microsoft Office
add-in.
Before you start
To use the
Microsoft Project import, you first need to
install the
Teamwork.com Microsoft Office
add-in.
Import a
Teamwork.com
project to Microsoft Project
In Microsoft
Project, Select Import from
Teamwork from the
Teamwork.com ribbon and chose your project
from
the project dropdown menu.
You also have the option to
include completed tasks.
Once complete, your tasks are imported
into Microsoft Project.
Export an
existing project to Teamwork.com
Select Export to Teamwork from
the
Teamwork.com ribbon.
You can choose to export an existing
project via the project dropdown menu.
After you
selected the project you would like to
use, you have three options on how to add
your tasks to that project:
- Add tasks to this existing task list - adds all of your tasks below the selected task list
- Use first level tasks as task lists - adds all of your tasks on the first level as task lists
- Add a new task list - add a new task list with the Microsoft Project filename or project name
Export a new
project to
Teamwork.com
Select Export to
Teamwork from the
Teamwork.com ribbon.
To create a new project, choose New
Project to the right of the Project
field.
If you want to
create a new project you need to make a few
basic settings first. Give your Project a
Name, chose start and end dates and the
company the project is for. You also have the
option to upload the document you are
currently working on to your
project.
Further options include:
- People - Add users to your project
- Category - Choose a project
category
- Tag(s) - Add Tag(s) to your
project
Click Add Project to create
your new project. You can then select this
project from the Project selection dropdown
menu.
Update an
existing project
When a Teamwork.com project is connected via
Microsoft Project, you can update your project
via the Update project option
on the Teamwork.com ribbon.
Disconnect a
project
Before disconnecting, please
save your Microsoft Project file as we
need to save the references
to Teamwork.com.
To open your currently connected project in
Teamwork.com, select the Teamwork.com project
icon Connected to
Project. This
opens the project in a new browser
tab.
To disconnect, select Disconnect
Project from the Teamwork.com
ribbon.
You need to confirm your
disconnect, as the ability to push further
changes to Teamwork.com will not be possible
once
removed.
Column
mapping
When importing or
exporting data from Microsoft Project to
Teamwork.com, we
need to assign columns in Microsoft
Project to values
in Teamwork.com.
If you want to
know where each value of your task goes to
or what columns we are able to import,
have a look at the list below.
📝 MPP files
containing blank rows between tasks will
result in upload failure. You must remove
any blank rows from your file
before uploading.
| Item
group | Microsoft
Project column | → | Teamwork.com
value | Notes |
|---|---|---|---|---|
| Project | File Name // Project
Name | → | Name | |
| Start (Project Settings) | → | Start date | ||
| Finish (Project
Settings) | → | End date | ||
| Description (Project
Settings) | → | Description | ||
Task
List (when
setting first level
tasks
as
task
list) | Task Name | → | Name | |
| Task Notes | → | Description | ||
| Tasks | Task Name | → | Name | |
| Task Notes | → | Description | ||
| Task Start | → | Start date | Also sets
Baseline Start when
importing. | |
| Task Finish | → | Due date | Also sets
Baseline Finish when
importing. | |
| Predecessors | → | Predecessors | ||
| Physical % Complete | → | Completed tasks | Show
completed tasks. | |
| % Work Completed | → | Progress | ||
| Work | → | Estimation | Length of
day in
Teamwork.com * amount
of days
set in the Work column in
Microsoft Project | |
| Text1 | → | Tags | Add
comma separated tags. | |
| WBS | → | * | If the
WBS column is
referenced in the
Microsoft Project
file,
the WBS is
prepended to the
task list name
that is posted to
Teamwork.com. | |
| Text20 | → | Task ID | Text20
contains task ID after task
was created. | |
| Assigned Resources | → | Assignees | See
Resources below. | |
| Task Hyperlink | → | * | Contains a
link to the task after
import. | |
| Resources | Name | → | Display name | |
| Email-Address | → | Username | ||
| → | Email address | |||
| Default Rate | → | Default rate |
| Item
group | Microsoft
Project column | → | Teamwork.com
value | Notes |
|---|---|---|---|---|
| Project | File Name // Project
Name | → | Name | |
| Start (Project Settings) | → | Start date | ||
| Finish (Project
Settings) | → | End date | ||
| Description (Project
Settings) | → | Description | ||
Task
List (when
setting first level
tasks
as
task
list) | Task Name | → | Name | |
| Task Notes | → | Description | ||
| Tasks | Task Name | → | Name | |
| Task Notes | → | Description | ||
| Task Start | → | Start date | Also sets
Baseline Start when
importing. | |
| Task Finish | → | Due date | Also sets
Baseline Finish when
importing. | |
| Predecessors | → | Predecessors | ||
| Physical % Complete | → | Completed tasks | Show
completed tasks. | |
| % Work Completed | → | Progress | ||
| Work | → | Estimation | Length of
day in
Teamwork.com *
amount
of days
set in the Work column in
Microsoft Project | |
| Text1 | → | Tags | Add
comma separated tags. | |
| WBS | → | * | If the
WBS column is
referenced in
the
Microsoft
Project
file,
the WBS is
prepended to
the
task list name
that is posted
to
Teamwork.com. | |
| Text20 | → | Task ID | Text20
contains task ID after task
was created. | |
| Assigned Resources | → | Assignees | See
Resources below. | |
| Task Hyperlink | → | * | Contains a
link to the task after
import. | |
| Resources | Name | → | Display name | |
| Email-Address | → | Username | ||
| → | Email address | |||
| Default Rate | → | Default rate |
1. Also available on legacy
subscriptions: Premium,
Enterprise.